Originally published by Chattanooga Times Free Press by Andy Muldoon, Senior Vice President Oh those deadlines! Just when you thought you knew all those tax return or extension deadlines, here […]
One Month into New Year’s Resolutions
January is always a good time to reflect on the past year’s results and set expectations for the upcoming 12 months. Admittedly, most of us rarely complete New Year’s resolutions; […]
Avoid Tax on Your Investment Earnings
Complicated Mathematics Many of you probably have a Traditional IRA that you make contributions to without taking tax deductions. You will not pay taxes on these contributions when they are […]
Top Rules for Personal Finance
Countless “talking heads” show themselves discussing where, how, and/or when investors should stock-away money for retirement and other financial goals. Brett Arends’ February 2015 Wall Street Journal article gave 23 “rules” […]
Retire According to Plan, You Really Can!
When would you like to retire? Most people have an age in mind, but surprisingly few have put much thought and effort into planning how to make it happen. We […]
Planning for Your Unique Family
Family units are unique – Gone are the days of Mom, Dad, and 2.5 children. Today families are as unique as the individuals that create them. Blended families, multiple marriages, […]
2015 Contribution Limits
The 2015 Contribution limits have been published. Please contact your relationship manager with any questions about how these limits might affect your Financial Planning strategy. [download id=”38″]
Steps to Avoid Fraud
“My bank called ME to report card fraud!!” A few months ago, out of the blue, my bank called to ask if we had recently made a purchase at Mr. […]
Do you really NEED a Revocable Living Trust?
You may have heard that “You MUST have a revocable living trust!” Typically this proclamation is found in seminars, articles or flyers you receive in the mail. They often promote […]
Time for a Quick Financial Check-up
Time for a Quick Financial Check-up Everyone knows that it’s a good idea to keep regular check-ups with your Healthcare provider. Doing so will help ensure you stay as healthy […]